2023

FRESNILLO CASE STUDY: The Massive Amount Of Energy, Water & Materials To Produce Gold vs. Silver

The idea that the value of gold is just tied to what a consumer will pay totally disregards how important energy is for determining the cost and market price of king monetary metal.  This is a “MUST SEE” Report on the massive amount of energy it takes to produce gold versus silver…

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METALS & ENERGY UPDATE FEB 19th: Will The Natgas Supply Glut Continue & What’s Possible Short-Term Trend For Gold & Silver?

With the recent selloff in the precious metals, investors are curious to know what is the short-term trend from here.  Also, the Energy Markets continue to be volatile as the price of natural gas hit a two-year low.  If we look at the fundaments of the energy and metals market, what do they show…

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BARRICK HIGHEST COST EVER AS PRODUCTION HITS 22 YEAR LOW: Gold Miners Suffering From Falling EROI Even Though Energy Cliff Hasn’t Hit Yet

Barrick gold is now mining some of the most expensive gold ever, and they aren’t the only ones.  More gold miners are reporting even higher costs.  The cost at the world’s second-largest gold mining company hit a new all-time high this year while its production hit a 22-year low…

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HECLA SILVER REPORTS LOSS, BAD NEWS FOR SILVER MINERS? Hecla Stock Plunged 10%, But Company To Grow Silver Production 50%

With Hecla’s declining profit margins resulting in a 10% plunge in the stock price today, is this bad news for the silver miners as they release reports in the next several weeks?  While Hecla sold off today, the company plans to increase silver production by 50% in the next few years…

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US & GLOBAL NATGAS MARKET HEADING TO GLUT OR SHORTAGES?? LNG Ports Loading Fewer Tankers As Natgas Inventories Well Above Five-Year Averages

After the European Energy Crisis last year, consumers and investors wonder if the natural gas market is heading toward a “Glut or Shortage” this summer.  In this update, I share the changing fundamentals in the U.S. and Global Natural Gas Market and the current situation in the LNG Shipping Sector…

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US & WORLD FINANCE PONZI IN SERIOUS TROUBLE: Surging Debt Service Devouring Economic Activity & Impacting GDP

The World’s Great Ponzi Scheme in history is in serious trouble as surging debt service negatively impacts economic activity and GDP.  Unfortunately, this situation only worsens as the world heads over the Energy Cliff.  You would be surprised at how large the world’s annual interest expense was last year…

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